Filed March 20, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 16 · EIN 94-3112180 | Consulting | $1,751,153 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON Service code 16 · EIN 52-1868818 | Consulting | $1,300,782 |
FID INV INST OPS CO7 years Service code 15 · EIN 04-2647786 | Recordkeeping | $835,068 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $713,000 |
THE BANK OF NEW YORK MELLON2 years Filed as: STANDISH MELLON ASSET MGMT Service code 28 · EIN 25-1890416 | Investment Management | $392,668 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $336,255 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $267,325 |
NORTHERN TRUST COMPANY8+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $166,890 |
REAMS ASSET MANAGEMENT8+ years Service code 28 · EIN 43-1925734 | Investment Management | $152,476 |
Service code 28 · EIN 13-3200244 | Investment Management | $64,180 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -23.54% | 1.88%-25.4pp | -5.12%-18.4pp | 2.78%-26.3pp |
| Employer contribution / active EE | $63,205 | $8,732+623.9% | $31,020+103.8% | $15,276+313.8% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |